AFSL Compliance Platform
Everything you need to manage your AFSL responsibilities.
Financial Planning Suite
Everything you need to run your financial planning practice.
The engine that drives everything allowing you to automate compliance, maximise efficiency and grow profitability.
View our list of growing integrations and apps that can be used within the Captegra platform
View App Library
View our list of prebuilt workflows that you can quickly and easily implement into the Captegra platform
View Process Library
View our list of Partners that can help you optimise compliance, maximise efficiency and grow your profitability
View Partner Library
Are you looking for ideas to automate your business? Take a look through our pre-built 'Flows'.
Advice Document Design
Are you looking to redesign your advice documents and potentially how you deliver advice?
View Our Advice Documents
Do you want to improve your processes in order to enhance client service and ultimately grow your profitability?
View Our Process Optimisation Methodology
Utilise our paraplanning service to dramatically reduce the cost of your advice generation.
View Our Paraplanning service
Now you can set up all of your AFSL's compliance responsibilities in one location using our Compliance Calendar. Each item can then be assigned a month (or months) that the item needs to be reviewed and can assign that item to a Committee.
No longer will you miss any of your compliance responsibilities.
Maintain a list of your annual compliance requirements including;
Import items directly from your Compliance Calendar into your meeting agendas. Ensure all of your compliance responsibilities are raised, discussed and minuted.
Record all your meeting minutes within the platform to ensure you maintain full record keeping in line with your responsibilities.
Using our reporting solution, you can set up different reports to automatically merge and attach to the relevant agenda items. No longer do you need to use manual resources to create time consuming reports.